Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Course Book

Making Use of Trusts for Asset Protection of the Middle Class

Quantity:
Available: In Stock
Price: $29.00
Item Code: 09615-BK

About

Explore the different types of irrevocable asset protection trusts as well as trusts that can help your client. Learn about protecting assets from the costs of long-term care and creditors, reducing PA Inheritance tax, and avoiding probate. Discover how specific trust terms can accomplish your client’s goals and gain tips for holding real estate in an asset protection trust.

 

Summary of Contents

Drafting an Irrevocable Trust
Using Trust Tax Rules as Tools in a Public Benefits Practice
Public Benefits and Trusts Orientation
Using Trusts for Distribution from IRA’s and Qualified Plan Accounts
Practice Areas
Published: 1/1/2017
 Pages: 104
 Size: 8.5x11
©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.